0001398344-23-008823.txt : 20230504 0001398344-23-008823.hdr.sgml : 20230504 20230504160912 ACCESSION NUMBER: 0001398344-23-008823 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230504 DATE AS OF CHANGE: 20230504 EFFECTIVENESS DATE: 20230504 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lee Financial Group Hawaii, Inc. CENTRAL INDEX KEY: 0000837980 IRS NUMBER: 990263125 STATE OF INCORPORATION: HI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18232 FILM NUMBER: 23888733 BUSINESS ADDRESS: STREET 1: 3113 OLU STREET CITY: HONOLULU STATE: HI ZIP: 96816 BUSINESS PHONE: 8089888088 MAIL ADDRESS: STREET 1: 3113 OLU STREET CITY: HONOLULU STATE: HI ZIP: 96816 FORMER COMPANY: FORMER CONFORMED NAME: FIRST PACIFIC MANAGEMENT CORP /ADV DATE OF NAME CHANGE: 20001213 FORMER COMPANY: FORMER CONFORMED NAME: FIRST PACIFIC CAPITAL CORP /ADV DATE OF NAME CHANGE: 19880823 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0000837980 XXXXXXXX 03-31-2023 03-31-2023 false Lee Financial Group Hawaii, Inc.

3113 OLU STREET HONOLULU HI 96816

13F HOLDINGS REPORT 028-18232 000104781 801-33016 N Terrence K.H. Lee 808-988-8088 /s/ Terrence K.H. Lee Honolulu HI 05-03-2023 0 31 97092675 INFORMATION TABLE 2 fp008298-1_13fhr-table.xml ALTRIA GROUP INC COM 02209S103 262678 5887 SH SOLE 0 0 5887 APPLE INC COM 037833100 289088 1753 SH SOLE 0 0 1753 BANK NOVA SCOTIA HALIFAX COM 064149107 218311 4335 SH SOLE 0 0 4335 CLOVER HEALTH INVESTMENTS CO COM CL A 18914F103 11831 14000 SH SOLE 0 0 14000 COSTCO WHSL CORP NEW COM 22160K105 679668 1368 SH SOLE 0 0 1368 FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 8180039 337879 SH SOLE 0 0 337879 FORTINET INC COM 34959E109 1045084 15725 SH SOLE 0 0 15725 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 1157987 14257 SH SOLE 0 0 14257 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 982137 23268 SH SOLE 0 0 23268 ISHARES TR MSCI USA MIN VOL 46429B697 581366 7992 SH SOLE 0 0 7992 ISHARES TR HIGH YLD BD FCTR 46435G250 511425 11449 SH SOLE 0 0 11449 ISHARES TR CR 5 10 YR ETF 46435G417 1267755 28944 SH SOLE 0 0 28944 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 1266320 23193 SH SOLE 0 0 23193 J P MORGAN EXCHANGE TRADED F US VALUE FACTR 46641Q753 4688134 137643 SH SOLE 0 0 137643 KELLOGG CO COM 487836108 222039 3316 SH SOLE 0 0 3316 LABORATORY CORP AMER HLDGS COM NEW 50540R409 279971 1220 SH SOLE 0 0 1220 MEDICAL PPTYS TRUST INC COM 58463J304 166998 20316 SH SOLE 0 0 20316 MICROSOFT CORP COM 594918104 583201 2023 SH SOLE 0 0 2023 ONEOK INC NEW COM 682680103 228744 3600 SH SOLE 0 0 3600 PACER FDS TR LUNT LRG CP ALTR 69374H717 13818370 363929 SH SOLE 0 0 363929 PACER FDS TR US CASH COWS 100 69374H881 29157495 621033 SH SOLE 0 0 621033 PHYSICIANS RLTY TR COM 71943U104 218068 14606 SH SOLE 0 0 14606 PIMCO ETF TR ACTIVE BD ETF 72201R775 8057174 86865 SH SOLE 0 0 86865 SELECT SECTOR SPDR TR ENERGY 81369Y506 276847 3342 SH SOLE 0 0 3342 SPDR SER TR AEROSPACE DEF 78464A631 5276100 45130 SH SOLE 0 0 45130 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 758764 18301 SH SOLE 0 0 18301 TESLA INC COM 88160R101 226131 1090 SH SOLE 0 0 1090 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 14979313 39831 SH SOLE 0 0 39831 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1094169 5056 SH SOLE 0 0 5056 VERIZON COMMUNICATIONS INC COM 92343V104 221984 5708 SH SOLE 0 0 5708 VISA INC COM CL A 92826C839 385484 1710 SH SOLE 0 0 1710